Well tecmo, of course AAPL takes off >$30 after our AAPL trim last month in the mid 180s, but of course! 😁 I suspect Warren is attempting to trim more AAPL into the strength of the last couple days. I am noodling on it as well given pretty large personal exposure thru direct, Index & BRK’s $168B position.

Algos and Momentum are no doubt influencing the voting machine, not to mention maybe some of AAPL’s own $110B in authorized buybacks. I thought WWDC was an extra base hit, but no home run…yet but Tim always creates buzz, excitement and stays in the headline news. Honestly doubt I will be an early adopter to upgrade to an AI iPhone, but I know millions will. So no decision here on any further trims, just watching & pondering.

Thoughts, fellow shrewds?

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